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Blog

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Bruce Miller | Oct 19, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Mother and daughter cooking and laughing
Bruce Miller | Oct 17, 2023

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Set of keys beside miniature house
Bruce Miller | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Bruce Miller | Oct 10, 2023

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Group of young professionals in a meeting. They are in a casual office setting
Bruce Miller | Oct 5, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Woman in a suit holding a piece of paper. She is in an office setting.
Bruce Miller | Oct 3, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Business page of a newspaper
Bruce Miller | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Grandmother and granddaughter knitting together
Bruce Miller | Sep 26, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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An exit sign in a modern office building
Bruce Miller | Sep 21, 2023

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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An elderly man and woman sitting together. They have their backs to the camera and are looking out at a vineyard.
Bruce Miller | Sep 19, 2023

Financing Long-Term Care: Your Options Explained

Health
It's not always pleasant to think about the possibility of needing long-term care, but it's a necessary part of getting older.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Bruce Miller | Sep 14, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Grandmother with child
Bruce Miller | Sep 12, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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The Professional Financial Company LLC is an investment adviser registered with the SEC doing business as PROFi. All content and media presented on this site is provided strictly as a courtesy for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. All examples are hypothetical and for illustrative purposes only. You leave our website when you link to any third-party websites that we may provide here, and we make no representation as to the completeness or accuracy of information provided at third-party websites. Investments involve risk and are not guaranteed unless otherwise stated. Please contact us for more complete information based on your specific circumstances and to obtain customized investment advice.

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